Magnolia Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Hold |
103,630
| – | – | 0.61% | 44 |
|
|
2025
Q1 | $2.4M | Hold |
103,630
| – | – | 0.65% | 38 |
|
|
2024
Q4 | $2.35M | Hold |
103,630
| – | – | 0.61% | 43 |
|
|
2024
Q3 | $2.46M | Hold |
103,630
| – | – | 1.23% | 18 |
|
|
2024
Q2 | $2.36M | Buy |
+103,630
| New | +$2.36M | 1.32% | 17 |
|
|
2023
Q3 | – | Sell |
-8,680
| Closed | -$200K | – | 127 |
|
|
2023
Q2 | $200K | Buy |
+8,680
| New | +$200K | 0.1% | 121 |
|